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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1751
BFC
Bedel Financial Consulting
Indiana
$254K -$20.7K 6 0.1% Reduced
1752
OIM
Oder Investment Management
California
$254K -$52K 1 0.35% Reduced
1753
OL
Optas LLC
Texas
$254K +$5.56K 1 0.08% Increased
1754
3LCM
3D/L Capital Management
Connecticut
$253K +$250K 1 0.06% New
1755
KP
Keel Point
Alabama
$253K +$254K 2 0.02% New
1756
PCS
Personal CFO Solutions
New Jersey
$253K +$223K 2 0.05% Increased
1757
Personal Capital Advisors
Personal Capital Advisors
California
$252K -$19.3K 1 0% Reduced
1758
BIA
Barry Investment Advisors
Massachusetts
$251K -$13.3K 1 0.07% Reduced
1759
CAAS
Capital Asset Advisory Services
Michigan
$251K -$156K 1 0.04% Reduced
1760
YMRC
Yorktown Management & Research Company
Virginia
$251K $0 1 0.21% Maintained
1761
AFM
Andesa Financial Management
Pennsylvania
$250K +$249K 1 0.08% New
1762
CCP
Cardan Capital Partners
Colorado
$250K $0 1 0.03% Maintained
1763
EWM
Endurance Wealth Management
Rhode Island
$250K $0 4 0.03% Maintained
1764
PHAM
Palisades Hudson Asset Management
Florida
$249K $0 1 0.12% Maintained
1765
FRM
Fox Run Management
Connecticut
$247K -$259K 1 0.45% Reduced
1766
TC
Truvestments Capital
Florida
$247K +$41.2K 4 0.14% Increased
1767
ACM
Argyle Capital Management
Pennsylvania
$246K $0 1 0.08% Maintained
1768
CAM
Carret Asset Management
New York
$246K $0 1 0.03% Maintained
1769
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$246K +$139K 4 0.06% Increased
1770
PFS
Physicians Financial Services
North Carolina
$246K $0 1 0.11% Maintained
1771
AIC
Archer Investment Corporation
Indiana
$245K -$1.52M 3 0.1% Reduced
1772
CAM
Connacht Asset Management
New York
$245K -$2.29M 1 0.05% Reduced
1773
NSB
Norway Savings Bank
Maine
$245K +$41.7K 1 0.13% Increased
1774
BCM
Blume Capital Management
California
$244K -$1.23M 2 0.1% Reduced
1775
PI
Pettee Investors
Connecticut
$244K +$251K 1 0.12% New